Sharing data

If your firm has a multiple-license agreement with Kwanti, a mechanism is provided to share portfolios and asset data.
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There are two options to choose from:
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<li>Share Everything -- With this option, all portfolios and models will be shared between all of the licenses in your account.</li>
<li>Share Selectively -- With this option, one of the licenses is marked as 'parent'. The owner of the parent license can designate portfolios or assets to be visible to other ('children') licenses.</li>
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To assign or change the parent license please contact Kwanti customer support.</br></br>
*The subsequent sections apply to selective sharing only.